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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,697 | $48,313-61.3% | $73,309-74.5% | $52,331-64.3% |
| Participation rate | 50.3% | 68.6%-18.3pp | 74.9%-24.6pp | 68.1%-17.8pp |
| Annual return | 10.93% | 3.85%+7.1pp | 5.67%+5.3pp | 4.54%+6.4pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,290 | $4,189+26.3% | $4,991+6.0% | $3,022+75.0% |
| Admin fee / account holder | $13 | $404-96.9% | $5,635-99.8% | $592-97.9% |